JAVA vs. VGT
Compare and contrast key facts about JPMorgan Active Value ETF (JAVA) and Vanguard Information Technology ETF (VGT).
JAVA and VGT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JAVA is an actively managed fund by JPMorgan. It was launched on Oct 4, 2021. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JAVA or VGT.
Correlation
The correlation between JAVA and VGT is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JAVA vs. VGT - Performance Comparison
Key characteristics
JAVA:
1.80
VGT:
1.16
JAVA:
2.59
VGT:
1.60
JAVA:
1.33
VGT:
1.21
JAVA:
2.45
VGT:
1.70
JAVA:
7.58
VGT:
5.91
JAVA:
2.61%
VGT:
4.39%
JAVA:
11.01%
VGT:
22.33%
JAVA:
-16.06%
VGT:
-54.63%
JAVA:
-2.36%
VGT:
-0.55%
Returns By Period
In the year-to-date period, JAVA achieves a 5.32% return, which is significantly higher than VGT's 3.52% return.
JAVA
5.32%
0.41%
8.77%
19.44%
N/A
N/A
VGT
3.52%
2.58%
10.89%
28.80%
20.51%
20.68%
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JAVA vs. VGT - Expense Ratio Comparison
JAVA has a 0.44% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
JAVA vs. VGT — Risk-Adjusted Performance Rank
JAVA
VGT
JAVA vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Active Value ETF (JAVA) and Vanguard Information Technology ETF (VGT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
JAVA vs. VGT - Dividend Comparison
JAVA's dividend yield for the trailing twelve months is around 1.38%, more than VGT's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAVA JPMorgan Active Value ETF | 1.38% | 1.45% | 1.65% | 1.25% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
JAVA vs. VGT - Drawdown Comparison
The maximum JAVA drawdown since its inception was -16.06%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for JAVA and VGT. For additional features, visit the drawdowns tool.
Volatility
JAVA vs. VGT - Volatility Comparison
The current volatility for JPMorgan Active Value ETF (JAVA) is 2.21%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.63%. This indicates that JAVA experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.